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Moisand Fitzgerald Tamayo’s Cactus WHD Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30
Closed -$1K – 849
2022
Q3 		$1K Sell
30
-106
-78% -$4.25K ﹤0.01% 667
2022
Q2 		$5K Sell
136
-45
-25% -$2.26K ﹤0.01% 329
2022
Q1 		$10K Buy
+181
New +$8.97K ﹤0.01% 186

Other funds holding WHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WHD Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Cactus (WHD) in Q4 2022, closing a stake of 30 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in WHD in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 241 funds tracked by Wall St. Rank hold WHD as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Cactus position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 30 Cactus shares in Q4 2022, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in Cactus in Q1 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's Cactus position peaked at $10K in Q1 2022.
  • 241 funds tracked by Wall St. Rank held Cactus as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.